Mergers and Acquisitions

373 topics in this forum

1. splitting pre-tax and Roth in a merger

   By gregburst, April 24
   • 2 replies
   • 881 views
   • 
   • Luke Bailey
   • April 28

2. Stock Acquisition - Aligning HCE Definition

   By Catch22PGM, March 19
   • 4 replies
   • 489 views
   • 
   • Catch22PGM
   • March 25

3. Severance From Employment?

   By BTG, January 25
   • 2 replies
   • 919 views
   • 
   • Luke Bailey
   • January 28

4. Asset sale within a current plan

   By cpc0506, December 9, 2019
   • 1 reply
   • 635 views
   • 
   • Kevin C
   • December 9, 2019

5. Plan termination wind-up activities post stock merger

   By kmhaab, September 20, 2019
   • 7 replies
   • 1,153 views
   • 
   • Luke Bailey
   • September 24, 2019

6. Controlled group becomes unrelated mid year

   By mattmc82, September 6, 2019
   • 3 replies
   • 300 views
   • 
   • Mike Preston
   • September 11, 2019

7. Form 5310

   By JustnERPA, August 23, 2019
   • 1 reply
   • 287 views
   • 
   • Luke Bailey
   • August 26, 2019

8. A buys 80% of B - what happens to 401(k) plans?

   By M Norton, August 16, 2019
   • 5 replies
   • 324 views
   • 
   • Bill Presson
   • August 20, 2019

9. transition rule

   By Scuba 401, July 22, 2019
   • 6 replies
   • 565 views
   • 
   • ugueth
   • July 26, 2019

10. Multiple Employer Plan - Spin-off and Terminate, or Transfer Assets?

    By kmhaab, July 3, 2019
    • 7 replies
    • 1,094 views
    • 
    • DC ERISA Attorney
    • July 9, 2019

11. Vesting Service Under Merged Plan

    By scrabelle, June 18, 2019
    • 1 reply
    • 407 views
    • 
    • Rafael
    • June 26, 2019

12. Transition Rule Applicable?

    By Towanda, April 2, 2019
    • 6 replies
    • 585 views
    • 
    • Kevin C
    • April 2, 2019

13. Merging a MEP into a Single ER Plan

    By Crocker, March 14, 2019
    • 3 replies
    • 555 views
    • 
    • justanotheradmin
    • March 15, 2019

14. Investment options after transfer

    By Scuba 401, March 5, 2019
    • 2 replies
    • 238 views
    • 
    • Bob the Swimmer
    • March 6, 2019

15. HCE after merger

    By Nancy D, December 17, 2018
    • 4 replies
    • 1,693 views
    • 
    • Below Ground
    • February 28, 2019

16. Asset acquisition where employees leased for a short period

    By R. Butler, November 28, 2018
    • 6 replies
    • 1,013 views
    • 
    • EBECatty
    • February 20, 2019

17. merger of SH plan after the 3% is removed?

    By WCC, January 8, 2019
    • 2 replies
    • 490 views
    • 
    • WCC
    • January 14, 2019

18. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 400 views
    • 
    • RatherBeGolfing
    • December 28, 2018

19. Tx bonus paid by Seller in carve-out

    By cbassociate2017, December 6, 2018   

    • payroll
    • bonus
    • (and 3 more)

      Tagged with:

      • payroll
      • bonus
      • retention
      • transaction bonus
      • withholding
    • 3 replies
    • 278 views
    • 
    • jpod
    • December 6, 2018

20. B/R/F issue?

    By RatherBeGolfing, November 26, 2018
    • 2 replies
    • 334 views
    • 
    • RatherBeGolfing
    • November 27, 2018

21. Protection of optional forms of benefits; rights and features

    By Mel_1999, October 3, 2018
    • 2 replies
    • 552 views
    • 
    • Luke Bailey
    • October 4, 2018

22. Merger- Approval Request for Change in Funding Method

    By mefrancis1729, October 3, 2018   

    • merger
    • funding method
    • 0 replies
    • 351 views
    • 
    • mefrancis1729
    • October 3, 2018

23. Employer Contribution after Merger

    By Rai401k, September 28, 2018
    • 0 replies
    • 292 views
    • 
    • Rai401k
    • September 28, 2018

24. Merging VS Plan into a MEP mid-year

    By jgoodwin, August 13, 2018   

    • merge
    • mep
    • (and 1 more)

      Tagged with:

      • merge
      • mep
      • single plan sponsor
    • 6 replies
    • 939 views
    • 
    • Mike Preston
    • August 14, 2018

25. Effect of Plan Merger on Beneficiary Designations

    By Tot, August 8, 2018
    • 4 replies
    • 713 views
    • 
    • Luke Bailey
    • August 9, 2018